CINNO XResearch: In the first quarter of 2026, domestic consumer-grade XR market sales in China increased by 63% year-on-year, led by AR.

Wisdom Financial APP learned that according to the statistics analysis data of CINNO XResearch, the overall XR market sales in the first quarter of 2026 reached 190,000 units in China, a year-on-year increase of 63%. Due to the traditional off-season of the industry and fewer new product releases, there was a slight decrease in sales compared to the previous quarter, with a decrease of 11%. Looking at the segmented categories, consumer-level AR devices shipped 164,000 units, becoming the core driving force of industry growth with a significant year-on-year increase of 111%. The industry's technology updates are accelerating, and competition among brands and ecosystems is becoming increasingly fierce. On the other hand, the VR market is being pressured by the rapid popularization of AR products and market diversion, with a continuous decline in consumer demand leading to a 42% quarter-on-quarter drop in sales. However, the performance in the commercial sector remains robust, with steady releases of professional scene demands such as enterprise training, medical simulation, and VR large space experiences. The industry is relying on the mature landing of B-end scene ecology to reverse empowerment and drive the cultivation and penetration of the consumer market.